+60.7%
NEM vs HRB
-6.2%
+66.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.6% |
| 7D | -1.0% | -8.0% | +7.0% | -2.2% |
| 30D | +7.8% | -16.0% | +23.8% | +5.1% |
| 3M | +30.2% | +26.9% | +3.3% | +37.4% |
| 6M | +9.6% | +51.1% | -41.5% | +19.6% |
| YTD | +27.8% | +7.1% | +20.8% | +25.1% |
| 1Y | +60.7% | -9.6% | +70.3% | +44.1% |
| All | +60.7% | -6.2% | +66.9% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling